How do I contact Benchmark CRM for support?

We are here to help!

You can contact our Benchmark CRM support team via email: support@benchmarkcrm.com  

Also, when logged into your Benchmark CRM account.

Here’s how:

  1. Log into your Benchmark CRM account.
  2. Click on the Help tab from the top menu.
  3. Now, scroll to the bottom and click on Chat.

Begin a live chat with a CRM support agent. We are here to assist you!

How do I view Benchmark Email reports in my CRM account?

Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email.
To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Select the name of the Contact/Lead you would like to see the report for.
  4. Scroll to the bottom of the page and click on the Email Marketing tab.

Here you can view:

  • Email Campaign
  • Subject Line
  • Send Datetime
  • Status
  • Clicks

 

Note: This information will be available for 90 days in the CRM under the Email Marketing tab. After the 90 days, you will be able to review this information in your Benchmark Email Reports.

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.

How to Export your CRM views into Benchmark Email?

You can export your Benchmark CRM Views into your Benchmark account at any time and get an overview of the activity made with your Contacts/Leads.

To export your Benchmark CRM views into Benchmark, follow the instructions below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Now click on the Add button.
  4. Choose the Create Email Marketing List button.

  5. Name your Email Marketing List.
  6. Select the Module and the View.
  7. Click Next.
  8. Now, map the fields according to your Benchmark fields.
  9. Click Next.

  10. Confirm export by clicking the Confirm button.

 

Important Bullet Points

  • Allow an estimated 15 minutes time for your list to appear in your Benchmark Email account.
  • Your  Benchmark CRM list is subject to go through the List Verification process.
  • The View export is not continuous. After you’ve exported Contacts/Leads to your Benchmark account and you would like to export more, you must repeat the same process.

 

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.

How do I sync my Google Form contacts with the CRM?

The Benchmark CRM API allows you to pull your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts.

 

  1. Click on your Username located on the right top corner and select settings.
  2. Scroll down to the end of the settings page and click on API Sync.
  3. Name the sync as per your convenience. This name is for your reference only.
  4. From the Choose Integration drop-down list, select Google Webforms.
  5. Click on Authenticate Google button and allow Benchmark CRM to manage the spreadsheet in your drive.
  6. You will be redirected back to CRM. Scroll down to select the spreadsheet from your drive.
  7. Select the module you want to import the google form contacts.
  8. You can manage if there is no matching email address, you can ignore or create a new record.
  9. Map the fields, Last name, and email address are the mandatory fields.
  10. You can manage the frequency of the sync. By default, it is set to 30 minutes.
  11. Click on Save.

 

 

Note: A spreadsheet must have been created from the google webforms to import the data from Google Drive.

How do I create Benchmark Email marketing lists from my CRM contacts or leads?

Creating an email list in Benchmark Email from your Benchmark CRM contacts or leads requires you to integrate your Benchmark email account with your Benchmark CRM account. To integrate your Benchmark accounts click here.

Once the account is integrated, you’ll be able to create your list.

 

Follow the steps below to create an email marketing list in your Benchmark Email account from your CRM account.

 

  1. Login to your Benchmark CRM account.
  2. From the left navigation, select Contacts/Leads
  3. Click on the Add button on the right.
  4. From the dropdown menu, select Create Email Marketing List.
  5. You will see the account details integrated with your CRM account along with last four alphanumeric characters of the API key.
  6. Add a name to the email marketing list.
  7. Select the module you want to export as email marketing list. You can export Contacts or Leads from your CRM account.
  8. Select the view you want to export. There are few predefined views available to export from.
  9. You can select the fields you want to export.
  10. Click next to continue the creating your email marketing list.
  11. On the next step, map the fields to the available fields in Benchmark Email account.
  12. Once all the fields are mapped, click Next.
  13. Click on Confirm to start creating email marketing list in your Benchmark Email account.

 

 

Note:

  1. All lists sent via API go through the normal Benchmark Email list approval process, so please check your Benchmark Email account for any notifications.
  2. If you are the CRM master account user, you must integrate Benchmark Email via Benchmark Email API token.
  3. CRM sub-user can have their own benchmark email integration, but only an admin user of the account can paste in the CRM token for them.
  4. If a sub-user does not have a token and the master account does, they can see opens and clicks from the account the master account is integrated with, but the sub-user can’t push lists to it.

How do I see if my CRM contacts or leads have engaged (opens and clicks) with my Benchmark Email campaigns?

Once you integrate your Benchmark CRM account with your Benchmark Email account, you will be able to see if your contacts or leads engaged with your email marketing campaigns.

Please follow the below steps to check the engagement (opens and clicks) in your Benchmark CRM account.

  1. Click on the name of the Contact or Leads from home, search or dashboard.
  2. Scroll down to bottom of the page.
  3. Click on the Email Marketing button.
  4. View any email marketing campaign sends, opens and clicks that have occurred in the last 90 days

 

Note:

  1. You must integrate your Benchmark CRM with Benchmark Email account using API token. To learn how to integrate your Benchmark accounts, please Click Here.
  2. If you hold a CRM sub-user, you will be able to view opens and clicks if the master CRM account user is integrated (the view email marketing opens and clicks functionality cascades down to them).
  3. Being a CRM sub-user you can have your own benchmark email integration, but only an admin user of the account can paste in the API token.
  4. Only 90 days email marketing history is stored and available from Benchmark Email in Benchmark CRM.
  5. The email composer provides an option to filter the emails on the basis of email tracking. The Email tracking option categorizes two ways.
    • Opened
    • Unopened

If you have any questions regarding your Benchmark CRM and Benchmark Email integration, please contact our support team.

How do I sync my Gmail Contacts with my CRM Contacts?

Benchmark CRM API allows pulling your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts.

  1. Click on your username located on the right top corner and select settings.
  2. Scroll down to the end of the settings page and click on API Sync.
  3. Name the sync as per your convenience. This name is for your reference only.
  4. From the Choose Integration drop down list, select Google.
  5. CRM provides an option to control the duplicate emails. While importing the Google contacts, you can select from:
    1. Ignore the duplicate contacts
    2. Create a new record
  6. Set the frequency of sync. This means how frequently the sync will check the availability of new contacts to pull in. The default is set to 30 minutes.
  7. Mark this Sync to active to make this sync functional.
  8. Click on the Import Google Contacts button. Add your google account and allow the permissions to access the contacts.
  9. Once done, your data will be synced.

Note: Google contacts are always added under Contacts module.

Our CRM offers a one time sync option. This will sync your contacts or leads only once. If you need to import more contacts at a later time, you will have to repeat the syncing process

How do I find my records that I have tagged?

Following are two ways to locate the records that have tags associated with them.

 

  • Universal Search
  • Creating views with/without Tags

 

Universal Search

 

Using the universal search placed on the top of the window allows to you quickly search with tags. To search a record with a tag, just type in the tag in the universal search and all the records with the mentioned tags will populate in the search results. Following are the modules to which this applies.

  1. Contacts
  2. Leads
  3. Organizations
  4. Opportunities
  5. Support Tickets
  6. Activities
  7. Projects

 

Note: A small checkbox next to the search results can help to see the records assigned to the user only.

 

Creating views with/without Tags

 

With the Benchmark CRM, you can create customized views with the help of tags. Following are the steps to create new views using tags.

 

  1. Using the left navigation, select Leads/Contacts.
  2. Click on the views button on the right side of the window to open a drop down.
  3. Click on  ‘Create New View’ button.
  4. Select, Meets Any Condition or Meets all Conditions as per preference.
  5. Views with tags can be created on following two basis
    1. Contains


    2. Doesn’t contains

  1. Once the conditions are created and saved. Add a new name to the view to save it.
  2. The CRM automatically selects the newly created view and shows the results accordingly.

 

If you have any other questions, please contact our support team.

How to create GDPR compliant Webforms?

The GDPR mentions that the consent should be given by a clear affirmative act establishing a freely given, specific, informed and unambiguous indication of the data subject’s agreement and should cover all processing activities carried out for the same purpose or purposes. When the processing has multiple purposes, consent should be given for all of them.

To learn more Click Here.

In addition, where processing is based on the data subject’s consent, the controller should be able to demonstrate that the data subject has given consent to the processing operation.

Benchmark CRM allows you to create GDPR compliant web form using custom fields.

GDPR compliant WebForms

Creating GDPR compliant web forms using Benchmark CRM is a 2 step process.

Step 1 Creating and activating a Custom checkbox field.

  1. Click on the Avatar to get the drop-down menu and select “Settings.
  2. On the settings page, under Customization, Select Fields.
  3. Once on the Fields page, click on the “New Custom field” button.
  4. Select “checkbox” field type from the drop-down menu
  5. Add a Label to the field you want to create.
  6. Select the module types under which you want this custom field to be created.
  7. Click on the  button to save and proceed.
  8. Once the field is created, to activate, select layouts from the left menu.
  9. Select the module your new field is in, and you will see the inactive fields on the left block and active fields on the right.
  10. Drag and drop the inactive field to the right section in order to activate it.
  11. You can click on the small lock next to the field in order to make it a mandatory field.
  12. When done click on the  button.


Step 2 
Creating Web form using Custom Fields.

  1. From the left navigation, select forms. Select the module you want to create the webforms/lead capture forms.
  2. Once the module is selected, use the “Create Form” to create a new web form. This might say Create Lead/Contact/support ticket Forms on the basis of the module selected.
  3. On the form design page, drag and place the custom design created on the form.
  4. Hover on the placed field and click on “Edit”.
  5. Edit the Label requesting consent from the subscriber.
  6. Under Required Field option, mark it as “Yes” and click on the green check button to save the changes.
  7. You can click on the Preview button at the top to see how your web form will look once published.
  8. Once the design is finalized, click to save the design and move to the next step.
  9. On the owner assignment page you can customize the assignment of leads/contacts, once done, click on the check button in order to move to the next step.
  10. Form details page will allow you to

    • Rename the form ( this will be for your reference and will not be shown to the subscribers).
    • Customise the landing page once someone subscribes using this web form.
    • Location where you want to host this web form.
    • Add tags to each record created under Contacts/Leads/Support Ticket

  11. Once you save the above details, you will receive the HTML code for the web form. On the drop-down menu, you can select from HTML or HTML+iFrame codes. You can publish the codes on the web pages, you want the web-form to be placed.